See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,359 | $115,770-66.0% | $101,248-61.1% | $158,922-75.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.13% | 56.14%-46.0pp | 46.47%-36.3pp | 302.83%-292.7pp |
| Employer contribution / active EE | $5,108 | $4,175+22.4% | $3,660+39.6% | $4,761+7.3% |
| Participant deferral / active EE | $15,919 | $4,957+221.1% | $4,370+264.3% | $5,982+166.1% |
| Admin fee / account holder | $3,740 | $7,245-48.4% | $5,945-37.1% | $11,246-66.7% |